CRD: 126184
DEE-ANN R. FOX, CFP
NEW York, NY
2128773013
$35.7M Total AUM
$9.4M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-04-1999
- Office Locations
- 1
Office Locations
-- NEW York NY
About DEE-ANN R. FOX, CFP
DEE-ANN R. FOX, CFP is a NEW York-based RIA. The firm has been operating for 27 years. Managing $35.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$35.7M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
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Asset Classes
Optima pioneer
Client Personas
Wave
Investment Themes
Atlas Summit vital
Investment Vehicles
Harbor legacy
Services
Pathway Zenith vector Eagle harbor Value
Owner & Executives
D
DEE-ANN ROTH FOX
PRINCIPAL
- CRD
- #2624243
- Ownership
- 75% or more
(653) 311-9877
bridge.horizon@quantumcapital.com
in linkedin.com/in/summit-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,381,976 | -- |
| Non-Discretionary | $26,281,015 | -- |
| Total | $35,662,991 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,662,991
Equity - Exchange:
32.8% Municipal Bonds:
16.0% Cash:
10.0% Corporate - Investment Grade:
25.5% U.S. Government/Agency:
15.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,616,945,714 | 32.8% |
| Municipal Bonds | $788,754,007 | 16.0% |
| Cash | $492,971,254 | 10.0% |
| Corporate - Investment Grade | $1,257,076,699 | 25.5% |
| U.S. Government/Agency | $773,964,870 | 15.7% |
| Total | $4,929,712,544 | 100.0% |